From January to April the phone at a tax firm rings 3–5× more, with the same people at the desk. Every call that reaches voicemail is a client who dials the next firm on Google. IA tx answers every call on the first ring, 24/7, in English or Spanish.
Boca Raton combines corporate offices with a large population of retirees and high-income households. A typical client list here includes retirees, executives, business owners and families planning estates.
Retired clients prefer to call, not email. IA tx answers patiently, confirms which documents are still missing and books planning meetings.
Your team opens one front desk with every call summarized: who called, what they need, which documents are missing and what is urgent.
A new prospect, one of the many retirees in Boca Raton, finds your firm on Google on a Saturday and calls with questions about required minimum distributions (RMDs). Instead of voicemail, IA tx takes the intake, texts a secure upload link for last year's return and puts a consult on the calendar.
Industry estimates for a small accounting or tax practice in tax season.
About 70 calls a day at a 5-person firm: "did you get my W-2?", status checks, hours. Time not spent on returns.
Clients open IRS notices at night and panic. Today they get voicemail until morning.
Plus payroll taxes and weeks of training, and gone in May.
Volume multiplies in tax season while the front desk stays the same size.
Three steps, every call, all year.
Every call on the first ring, 24/7, in English or Spanish. It introduces itself as your firm's AI assistant.
New client: takes the intake and books the consult. Existing client: says which documents are missing and texts a secure upload link. IRS notice: flags it urgent. Tax question: logs it word for word for the CPA, with no advice given.
Everything lands in one front desk: summary, transcript, appointment and document status. Your staff only steps in when a human is needed.
Situations every tax firm knows.
| Situation | Today | With IA tx |
|---|---|---|
| Busy line in tax season | Voicemail | Answered on the first ring |
| Call after 5 PM or on a weekend | Voicemail until morning | Answered, triaged, callback scheduled |
| A new prospect calls | Calls the next firm | Intake done and consult booked |
| "Did you get my documents?" | Staff looks it up and calls back | Answered, secure upload link texted |
| IRS notice at night | Waits overnight, worried | At the top of the CPA's list as urgent |
| Call about required minimum distributions (RMDs) | Waits for a callback | Details logged for the CPA, documents requested |
| Call about social Security taxation questions | Waits for a callback | Details logged for the CPA, documents requested |
Defaults are typical for a firm this size; change them to yours.
Yes. Calls are forwarded from your existing number, during busy hours, after hours or all the time, as you prefer.
It takes a complete message, tells the caller when to expect a callback and puts the request at the top of your team's list.
No. It answers logistics (hours, documents, appointments, status) and writes every tax question down word for word for a CPA. It never gives tax advice.
Yes. It recognizes the topic, asks the intake questions your firm defines, lists the documents to bring and books time with the right CPA. It does not give advice on the topic itself.
Yes. For each type of case you define the checklist, and IA tx texts it with a secure upload link while the caller is still on the line.
The same AI front desk, set up for firms in neighboring cities.
Call the demo agent yourself, then see the summary appear in the front desk. Boca Raton, FL firms get a free 15-day pilot.